Richard Tatum signed Golf Suites Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Golf Suites Inc.'s EIN is 83-2328048.
Download the official 2024 Form 5500 (PDF) for Golf Suites Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Golf Suites Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $9K | 20.8% | |
| Schwab Total Stock Market Index Fund | Common Collective Trusts | — | — | $9K | 20.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $6K | 14.4% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $3K | 5.9% | |
| Schwab International Equity ETF Fund | Mutual Funds | — | — | $2K | 4.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1K | 3.3% | |
| Schwab US Aggregate Bond Index Fund | Common Collective Trusts | — | — | $1K | 3.2% | |
| Fidelity Long-term Treasury Bond Index Fund | U.S. Treasuries | — | — | $1K | 3.2% | |
| iShares Core S&P 500 ETF Fund | Common Collective Trusts | — | — | $1K | 3.0% | |
| iShares Core U.S. Aggregate Bond ETF Fund | Other securities | — | — | $1K | 2.8% | |
| Schwab US Large-Cap Growth ETF Fund | Mutual Funds | — | — | $1K | 2.6% | |
| Vanguard Value Index ETF Fund | Mutual Funds | — | — | $1K | 2.4% | |
| Vanguard FTSE Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $871 | 2.0% | |
| Vanguard Mid-Cap Index ETF Fund | Mutual Funds | — | — | $631 | 1.5% | |
| iShares Core S&P Small-Cap ETF Fund | Other securities | — | — | $395 | 0.9% | |
| Schwab US REIT ETF Fund | Mutual Funds | — | — | $211 | 0.5% | |
| iShares International Aggregate Bond ETF Fund | Other securities | — | — | $133 | 0.3% | |
| Schwab Treasury Inflation Protected Secs Index Fund | U.S. Treasuries | — | — | $41 | <0.1% | |
| Vanguard Emerging Markets Bond Fund | Mutual Funds | — | — | $14 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
